Steps to start Invoice/Subscription

5min
Steps to Start Invoice/Subscription
In just a few steps, you can set up an invoice or subscription for your customers. Here's how:
Step 1: Create a Pay Link
Click "Create Pay Link":
Begin by clicking on the "Create Pay Link" option in your dashboard. This is where you’ll set up the basic information for the invoice or subscription.
Enter the Necessary Details:
Pay Link Name: Give the link a name to easily identify it later.
Currency: Choose the currency in which you want to receive payment.
Interval: Set the billing interval (for subscriptions) like monthly, yearly, or custom.
Amount: Enter the amount that needs to be billed.
Enter Customer Details:
You’ll need to fill in the customer’s name, email, and other relevant information. The customer will then receive an email with a "Pay Now" button.
Payment Confirmation:
Once the customer clicks the "Pay Now" button and completes the payment, the funds will be sent to your account for that specific invoice or subscription.
Note: If your payment gateway is already set up, you can skip to Step 3.
Step 2: Connect Your Payment Gateway
Go to Settings:
From the main menu, click on Settings.
Select Payment Gateway:
Under the Menu, select Payment Gateway to access a list of available payment gateways.
Connect the Payment Gateway:
Choose the gateway you want to use (such as Stripe, PayPal, etc.) and follow the steps to link it to your account.
Ensure Connection:
Make sure the payment method is fully connected so that your customers can pay without any issues. This ensures a smooth payment process once the invoice or subscription is generated.
Step 3: Customer Confirms Subscription/Payment
Customer Payment Confirmation:
After the customer completes the payment using the checkout box, they will receive an email notification confirming the successful transaction.
Automatic Invoice Generation:
Once the payment is processed, an invoice will be automatically sent to the customer via email. This makes it easy for both you and the customer to keep track of the payment.
Step 4: Manage Subscription and Invoice
Manage Subscription:
After the payment is confirmed, you can manage the subscription directly from your dashboard. This includes viewing the subscription details, billing intervals, and more.
Download Invoice:
You can easily download a copy of the invoice for your records or to send to your customer.
Update Customer Information:
To add more details or update customer information, click on the Billing Contact option. This allows you to make changes to the customer’s profile, such as updating their email address or payment preferences.
By following these steps, you can easily generate invoices or subscriptions and manage customer payments effectively. This process ensures smooth transactions and proper tracking of all payments.
Updated 05 Sep 2024
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